Insights

Strong Industry Position Investor Securities Group, Inc. is a major player within the independent financial services sector, servicing around 100 advisors and managing over 2 billion dollars in assets. This indicates substantial market presence and potential for growth through strategic partnerships or expanded service offerings.

Technology Access Being part of Osaic Wealth provides access to advanced trading, research, and technological infrastructure, presenting opportunities for tech solution providers or integrations that can enhance operational efficiency or advisor productivity.

Affiliated Services The firm’s connections to Ladenburg Thalmann for investment banking and Premier Trust for trust services reveal avenues for cross-selling comprehensive financial solutions to high-net-worth clients or institutions.

Revenue Potential With annual revenues estimated between 10 and 25 million dollars and a sizable advisor network, there are significant opportunities for firms offering specialized financial products, compliance services, or digital marketing solutions tailored to growing financial advisory practices.

Competitive Landscape Positioned among industry giants with thousands of employees and billion-dollar revenue figures, the company offers a focused yet scalable entry point for niche technology upgrades, compliance tools, or advisor training services aimed at midsize firms looking to expand their capabilities.

Investor Securities Group, Inc. Tech Stack

Investor Securities Group, Inc. uses 8 technology products and services including Open Graph, ScrollReveal, jQuery, and more. Explore Investor Securities Group, Inc.'s tech stack below.

Open Graph

Content Management System

ScrollReveal

Javascript Libraries

jQuery

Javascript Libraries

UPS

Logistics

Cloudflare Bot Management

Security

HSTS

Security

Google Analytics

Web Analytics

Facebook

Widgets

Investor Securities Group, Inc. Email Formats	Example	Percentage
FLast@isgva.com	JDoe@isgva.com	86%
First.Last@isgva.com	John.Doe@isgva.com	14%

Investor Securities Group, Inc. Email Formats

Example

Percentage

FLast@isgva.com

JDoe@isgva.com

86%

First.Last@isgva.com

John.Doe@isgva.com

14%

Frequently Asked Questions

Where is Investor Securities Group, Inc.'s headquarters located?

Investor Securities Group, Inc.'s main headquarters is located at 1919 Commerce Drive Suite 140 Hampton, Virginia 23666 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Investor Securities Group, Inc.'s phone number?

You can contact Investor Securities Group, Inc.'s main corporate office by phone at

+1-757-809-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Investor Securities Group, Inc.'s official website and social media links?

Investor Securities Group, Inc.'s official website is isgva.com and has social profiles on LinkedIn.

What is Investor Securities Group, Inc.'s NAICS code?

Investor Securities Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Investor Securities Group, Inc. have currently?

As of July 2026, Investor Securities Group, Inc. has approximately 8 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer: W. J.Founder Certified Financial Planner: K. B.Vice President, Chief Compliance Officer: T. E.. Explore Investor Securities Group, Inc.'s employee directory with LeadIQ.

What industry does Investor Securities Group, Inc. belong to?

Investor Securities Group, Inc. operates in the Financial Services industry.

What technology does Investor Securities Group, Inc. use?

Investor Securities Group, Inc.'s tech stack includes Open GraphScrollRevealjQueryUPSCloudflare Bot ManagementHSTSGoogle AnalyticsFacebook.

What is Investor Securities Group, Inc.'s email format?

Investor Securities Group, Inc.'s email format typically follows the pattern of FLast@isgva.com. Find more Investor Securities Group, Inc. email formats with LeadIQ.

When was Investor Securities Group, Inc. founded?

Investor Securities Group, Inc. was founded in 2012.

Investor Securities Group, Inc.

Q: What is Investor Securities Group, Inc.'s NAICS code?

Investor Securities Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesVirginia, United States2-10 Employees

Investor Securities Group, Inc. operates as an independent broker-dealer and a branch of Osaic Wealth, based in Hampton, Virginia, serving individual financial advisors across the United States. Its platform provides access to technology, trading, and research, while investment banking and trust services are available through Ladenburg Thalmann and its affiliate Premier Trust. Registered representatives offer securities and financial guidance under the Osaic Wealth regulatory framework.

The firm traces its roots to a broker-dealer founded in 1964 and was formed as Investor Securities Group in 2012 after an asset sale, maintaining an independent culture. As one of Osaic Wealth's larger branch offices, it supports roughly 100 advisors and manages more than $2 billion in assets, with dual clearing through Pershing, LLC and National Financial Services, LLC.

Insights

Similar companies to Investor Securities Group, Inc.

Fidelity Investments

Merrill Lynch

Raymond James

Edward Jones

Charles Schwab

Vanguard

TD Ameritrade

LPL Financial

Morgan Stanley